Hillsdale Investment Management’s Independent Bank Corp IBCP Stock Holding History

Hillsdale Investment Management’s Portfolio IBCP Stock Details IBCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-141,228	Closed	-$3.67M	–	640
2023 Q4	$3.67M	Buy	+141,228	New	+$3.01M	0.3%	133
2023 Q3	–	Sell	-3,900	Closed	-$66.1K	–	604
2023 Q2	$66.1K	Sell	3,900 -124,054	-97%	-$2.13M	0.01%	394
2023 Q1	$2.27M	Sell	127,954 -61,300	-32%	-$1.32M	0.19%	150
2022 Q4	$4.53M	Buy	189,254 +184,554	+3,927%	+$4.21M	0.38%	95
2022 Q3	$90K	Buy	+4,700	New	+$95.3K	0.01%	430
2021 Q3	–	Sell	-1,000	Closed	-$22K	–	603
2021 Q2	$22K	Hold	1,000	–	–	﹤0.01%	517
2021 Q1	$24K	Buy	+1,000	New	+$21.2K	﹤0.01%	490
2018 Q3	–	Sell	-55,500	Closed	-$1.42M	–	510
2018 Q2	$1.42M	Buy	+55,500	New	+$1.38M	0.17%	124
2017 Q2	–	Sell	-45,800	Closed	-$948K	–	496
2017 Q1	$948K	Buy	+45,800	New	+$968K	0.19%	127

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's IBCP Position: Q1 2024 in Review

Hillsdale Investment Management sold out of Independent Bank Corp (IBCP) in Q1 2024, closing a stake of 141,228 shares — an estimated $3.67M sold.

Hillsdale Investment Management first reported a position in IBCP in Q1 2017 and held it in 9 quarters. The position peaked at $4.53M in Q4 2022. 132 funds tracked by Wall St. Rank hold IBCP as of Q1 2024.

Hillsdale Investment Management reported no remaining Independent Bank Corp position as of Q1 2024 after selling out during the quarter.
Hillsdale Investment Management sold 141,228 Independent Bank Corp shares in Q1 2024, an estimated $3.67M.
Hillsdale Investment Management first reported a position in Independent Bank Corp in Q1 2017 and held it in 9 quarters.
Hillsdale Investment Management's Independent Bank Corp position peaked at $4.53M in Q4 2022.
132 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2024.

Based on Hillsdale Investment Management's 13F filing for Q1 2024, filed 10 May 2024.